How Much Tipflation Really Costs Your Retirement Savings

Savvy investors scrutinize expense ratios, management fees, and tax efficiency.

Feb 17 • Jeff Martinez, CRPC®

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The Super Bowl Theory: When Football Meets Wall Street

Every February, investors and sports fans alike dust off one of Wall Street’s most entertaining indicators: the Super Bowl Indicator.

Feb 9 • Jeff Martinez, CRPC®

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How to Handle Market Volatility: Investment Advisor Insights

The silver market just saw its largest single-day volume spike in months.

Feb 3 • Jeff Martinez, CRPC®

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January 2026

The $1 Million Mistake: Why Your Stack Needs Special Estate Planning

The Stacking Phenomenon

Jan 27 • Jeff Martinez, CRPC®

4

The CLARITY Act: Another Regulatory Disaster in the Making

Why Congress’s attempt to regulate crypto will fail - just like Dodd-Frank and Reg NMS before it

Jan 16 • Jeff Martinez, CRPC®

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Venezuela & the Investor’s Paradox: What the Strike Teaches Us About Managing the Unknowable

On Saturday morning, U.S.

Jan 5 • Jeff Martinez, CRPC®

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December 2025

The $50,000 Tax Mistake Active Traders Keep Making (And How to Fix It)

If you’re an active trader generating significant volume and profits, you’ve likely heard about “mark-to-market” (MTM) accounting under IRC Section…

Dec 30, 2025 • Jeff Martinez, CRPC®

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The Gift That Keeps on Giving

Your Year-End Legacy Resolution

Dec 23, 2025 • Jeff Martinez, CRPC®

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Why Seniors with Mental Health Conditions Should Choose Medigap Over Medicare Advantage

New Research Reveals Critical Access Gaps in Medicare Advantage Plans

Dec 16, 2025 • Jeff Martinez, CRPC®

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Why Medicare Supplement Plans Are the Future: What $1.4 Billion in Fraud Tells Us About Medicare Coverage

A Crisis in Medicare Fraud

Dec 15, 2025 • Jeff Martinez, CRPC®

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The Great Monetary Shift: Why Gold and Silver Matter in an Era of De-Dollarization

The Return to Hard Assets

Dec 11, 2025 • Jeff Martinez, CRPC®

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November 2025

If You Earned Over $150K Last Year, Your 401(k) Catch-Up Just Became a Roth (Like It or Not)

The forced Roth conversion nobody warned you about—and why your payroll department might get it wrong

Nov 28, 2025 • Jeff Martinez, CRPC®

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